Overview
This video demonstrates how to post a journal in OneLaw. It shows how a trust journal transfers funds from one Matter to another using the Home tab > New Journal workflow, including how journal dates, reference numbers, and Matter selections are handled, and what happens once a journal is posted.
The recording was created on an earlier version of OneLaw and reflects the workflow shown in the video.
In this video, you’ll learn
- How to access the New Journal screen from the Home tab
- How journal dates and reference numbers are handled in this workflow
- How to select the source and destination Matters when posting a journal
- How Client financial summaries are used to review trust balances when selecting Matters
- What happens when a journal is saved and posted
Presented by Support & Training Manager Jo Cleminson
Result
When completed as shown in the video:
- A trust journal is posted immediately, transferring funds between Matters and recording the transaction on the trust account.
- If an account rendered exists, you may be prompted to apply funds to that account.
Once posted, the journal is live and cannot be edited, deleted, or reversed. Any corrections require additional journals to be posted.